Invoice reports

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Joe Thompson

• July 30, 2021 18:34

Is there anyway to print out the full invoice for every invoice we did for the year.  Right now all we can print is a summary report not the full invoice with detail.

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  Randy - Flex Staff

  • October 08, 2021 13:34

  Joe,

  Enable "Batch Report" for your Invoices by going to Projects > Project Elements > Invoice > Reports (only available in the Flex4 interface at this time), then check the Batch Print checkbox in the Definition Level Reports section, then click UPDATE.

  In Flex5, you can then go to Menu > Reports, the Batch Print options currently appear near the top of the list, but you can filter it by report name and element type. Double-click a report to open its dialog, select the report type, enter a date range, and click Generate Report. The result will be a single PDF containing a full "invoice" report (using the template selected) for each and every (non-deleted) Invoice that fits the criteria.

  Note that large date ranges may timeout depending on the volume of data, so you may need to run the batch multiple times using smaller ranges (i.e., 6 months instead of a year).

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